25 Years’ global management experience within strategic, operational, risk and regulatory roles across various first and second line areas within the financial sector, both domestically and internationally, covering:

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• Private Banking, Wealth Management, High Net Worth & Offshore Platforms, Outsourcing Services

• Business Strategy, Management, Planning, Restructuring & Delivery

• International Business Management with Cross Border Experience

• Operations, Technology, Project Development, Change Management & Digital Transformation

• Client Onboarding Initiatives, Products & Services Design and Delivery

• Risk Management, Regulatory & Financial Crime Compliance (including Remediation)

• Team leadership & development

• Commercially astute & strategic minded

• Problem solving, proactive & forward thinking

• Active participation at Board/Management Committee levels – Member/Advisor/NED experience

• Trusted advisor with strong stakeholder management skills who partners effectively, has influence and makes decisions, highly organised, excellent attention to detail

 

Previous roles included the International Head of Compliance & Risk and International COO of an international division of one major wealth management company and then the International COO and Interim CEO of an international investment brokerage business, with the latter acting as the key executive owner and coordinator of an S166 Remediation programme.

 

Led numerous high profile and high budget projects in the development of regulatory compliant, cost efficient and robust business platforms for small and large financial institutions including:

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• Full end to end strategic review of international businesses

• Collaborative approach to pragmatic and commercial regulatory advice

• Performance analysis, organisation restructure & business change

• Target operating & business models & service delivery